Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Branch Manager, TD Ameritrade, 2018-2019
- Branch Manager, Scottrade, 2006-2017
- Investment Consultant, TD Waterhouse, 2003-2005
- Assistant Branch Manager, TD Waterhouse, 1999-2003
- Intern/Stockbroker, Waterhouse Securities, 1995-1999
Education
- College of DuPage - Coursework towards Associates of Arts (AA)-College of DuPage, Illinois